Understanding the complexities of estate and gift taxation can be challenging for many financial professionals, especially those who lack direct experience in this area. In this...
This session will focus on the most common types of fraud in the procurement and contracting arena, with a focus on fraud in construction. The session will examine fraud...
With many technologies now ready for “prime time,” it’s exciting to see some of the options for improved productivity in CPA firms. Learn more about these new tools in this session...
Navigating the complexities of business transactions requires a deep understanding of tax and estate planning strategies. In this comprehensive course tailored for financial...
Automation options abound, and in this session, you will learn how to take advantage of many personal automation tools and services. You will learn about various automation...
With over 4.3 employees leaving their jobs as of early 2022, The Great Resignation presents a huge challenge for companies as they attract and retain talent. During this course...
It is virtually impossible to pick up the daily newspaper and not find an article on some type of fraudulent event. In the wake of the “Era of Fraud, Waste and Excess,” one might...
How you onboard a new employee is critical in ensuring they understand your company culture and are immersed properly in your organization. On the flipside, in the event you are...
Generative AI tools such as ChatGPT, Bard, and Copilot are available to everyone and offer great promise for improved productivity. Learn how you can begin to take advantage of...
“How will I EVER get this all done?" It’s a question I often hear from clients and on a particularly stressful day, I can hear myself saying these words! Instead of helping us...
Your home is now the digital center of your world, and even if you go to an office every day, you have more options to help you manage everything from shopping lists to email...
The ACFE/COSO Fraud Risk Management Guide (FRMG) was published in 2016 (and updated in 2023). It has quickly gained acceptance as the set of best practices for preventing...